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Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $108,322 | $99,345+9.0% | $84,753+27.8% | $273,972-60.5% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 6.48% | 22.93%-16.4pp | 22.78%-16.3pp | 41.46%-35.0pp |
| Employer contribution / active EE | $0 | $4,214-100.0% | $3,574-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $227 | $4,270-94.7% | $3,712-93.9% | $5,287-95.7% |
| Admin fee / account holder | $2,388 | $6,645-64.1% | $5,333-55.2% | $10,133-76.4% |